A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.
Most Recent 13F
Q2 2026
Location
WINSTON-SALEM, NC
Portfolio Value
Latest reported 13F value
Holdings
Distinct positions in last filing
Top Position
Latest disclosed holding
Top 4
Quick ticker snapshot
How this manager's portfolio splits across sectors.
Quarterly trend based on reported 13F portfolio value.
Q2 2026Top 5 largest positions by current portfolio value.
Shares: 81.4K
Shares: 30.9K
Shares: 25K
Shares: 27.2K
Shares: 13.6K
Quarter-by-quarter summary of this manager's 13F filings.
| Quarter | Holdings | Value | Form Type | Date Filed | Filing ID |
|---|
